Commit Graph

3 Commits

Author SHA1 Message Date
simone ae355c33a6 feat: offer badges, unified dashboard, income forecast, Pipedrive-style follow-up
- Client detail: category + tier badges on active offers
- Dashboard: remove top KPI cards + recent activity; fold current KPIs into
  bottom MetricCard style; add 12-month income forecast chart
- Forecast query: branch by offer_type (retainer = monthly fee, una_tantum =
  spread over duration), filter archived projects
- Payments: set the month a payment was collected (paid_at) from PaymentsTab
- Redesign FollowUpWidget in clean Pipedrive style (brand green, no orange)

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-25 22:28:12 +02:00
simone 272e363f4d fix(14-03): translate FollowUpWidget to Italian (CRM-10)
- Replace 6 hardcoded English strings with Italian equivalents
- Remove pluralization ternary (Italian "lead" is invariant)
2026-06-14 12:38:12 +02:00
simone 008a43469d feat(10-redo-C): CRM leads module — schema, services, UI (Phase 10 redo)
Stage C of staged Phase 10 redo. Restores dangling phase10-wip work:
- schema.ts: leads expansion + activities/reminders tables + relations
- lead-service.ts / lead-validators.ts service layer
- /admin/leads list + detail + actions, LeadTable/LeadDetail/LeadForm
- LogActivityModal, SendQuoteModal, FollowUpWidget on dashboard
- migration 0005 (applied to prod DB in Stage B, along with
  previously-missing 0001/0003/0004 — root cause of all post-deploy
  500s: prod DB had no migrations applied since 0000)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-11 20:58:14 +02:00